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Sponsor portfolio

MUNGER BROS., LLC

EIN 83-0382898-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$105K premiums
Participants
457
786 ROAD 188 - DELANO, CA 93215661-725-6458
Plans on this EIN
2 filings
#001401k-$8.9M - 286 part#501Mixed-$105K - 227 lives

Benefits portfolio analytics

1 plan / $105K premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$38K
  • Long-term disability$35K
  • Vision$16K
  • Short-term disability$16K
Total $105K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • STANDARD INSURANCE COMPANY85%
  • ANTHEM LIFE INSURANCE COMPANY15%
Total $105K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WOODRUFF-SAWYER & CO99%
  • TRUCORDIA INSURANCE SERVICES LLC1%
  • A & COMPANY, INC.-0%
Total $14K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MUNGER BROS., LLC 401(K) PLAN

401k

Assets$8.9M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MUNGER BROTHERS LLC HEALTH AND WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$105K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MUNGER BROS., LLC 401(K) PLAN401k$8.9M2862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MUNGER BROTHERS LLC HEALTH AND WELFARE PLANMixedSTANDARD INSURANCE COMPANY$105K2272025
Retirement plans
Welfare plans
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